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Find book summaries and journal articles on private wealth management:
 

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Private Wealth: Wealth Management in Practice
Filled with insights and expert advice, the first book in the CFA Institute Investment Perspectives series skillfully addresses the essential issues found in today's private wealth arena

Sample chapters: Chapter 3 (PDF) and Chapter 10 (PDF)

International Wealth Management − Online Training Program
Access a wide array of online learning packages at a substantial discount through a new partnership between CFA Institute and LawInContext

Private Wealth Management Newsletter

Read about practical perspectives on global and regional wealth management issues from some of the industry’s most highly respected thought leaders in our quarterly newsletter delivered to your desktop. Learn more or subscribe now

Private Wealth Management Body of Knowledge^TM (PDF)

• Describes the challenges facing wealth managers and their clients, and the knowledge and expertise needed to address them
• Developed in consultation with the globally diverse Private Wealth Advisory Committee
• Embodies the rigorous investment expertise of CFA charterholders and supports more specialized areas of expertise

Concentrated Stock Management Workshop

10–11 September 2009
New York, New York, USA
Hosted by the New York Society of Security Analysts
11 CE credits

"Portfolio Choice with Puts: Evidence from Variable Annuities"
Moshe A. Milevsky and Vladyslav Kyrychenko
Financial Analysts Journal, May/June 2008
1 CE credit

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"Retirement Income Redesigned: Master Plans for Distribution"
Harold R. Evensky
Conference Proceedings Quarterly, September 2008
0.5 CE credit

"Countries and Culture in Behavioral Finance"
Meir Statman
Conference Proceedings Quarterly, September 2008
0.5 CE credit

Search for more CP  articles

"Welcome to the Blogosphere"
Nancy Opiela
CFA Magazine, January/February 2009

 Search for more CFA Magazine articles

Jonathan E. Cohen, Matthew H. Scanlan, CFA, and Matthew O'Hara
Summarized in CFA Digest, May 2009

Stephen M. Horan, CFA, and Thomas R. Robinson, CFA
Summarized in CFA Digest, May 2009
Journal of Wealth Management, Summer 2008

 Search for more CFA Digest articles

From the Research Foundation of CFA Institute Private Wealth Management Series:

"Emotional Intelligence and Investor Behavior"
John Ameriks, Tanja Wranik, and Peter Salovey
January 2009
5 CE credits

  View more from the Research Foundation

Watch "Private Equity Investing for the High-Net-Worth Investor"
Daniel S. Meader, CFA, at the 2009 CFA Institute Wealth Management Conference
Price (USD): Members $0; CFA Program candidates $25; Standard rate $35
1 CE credit

Watch "Lemonade from Lemons: The Wealth Transfer Opportunity Today"
Thomas J. Pauloski at the 2009 CFA Institute Wealth Management Conference
Price (USD): Members $0; CFA Program candidates $25; Standard rate $35
1 CE credit

Watch "Risk Management and Tax-Aware Portfolio Strategies for Private Clients" (Take 15 Series)
David M. Stein
Price (USD):
0.5 CE credits

Listen to "The Wealth Management Industry and Today's Wealth-Owning Families—From Chaos Comes Opportunity"
Philip Marcovici at the 2008 CFA Institute European Investment Conference 
Price (USD):
1 CE credit

CFA Refresher Readings
Stay up to date with select materials

CFA Institute Private Wealth Management Initiatives

Show colleagues and private clients how CFA Institute supports the practice and advancement of private wealth management (PDF)

CFA Program's Coverage of Private Wealth Management

Explain to colleagues and private clients the CFA Program’s relevance to private wealth management

Private Clients, You, and Public Relations

Learn how to promote the CFA brand to private clients

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